PFP® Advisory Council - Overview
The PFP® Advisory Council’s mandate is to shape and promote the PFP® designation (and the interests of the PFP® community) to the financial services industry and the public. The Council is also responsible for handling complaints against a PFP® designation holder in the rare event that they arise.
The Council consists of 8 - 10 volunteers from across Canada who have a vested interest in the success of the PFP® designation. Members sit on the Council for a 2-year term, with the potential to renew.
PFP® Advisory Council - Responsibilities
The Council oversees the PFP® designation and ensures that it - and its holders - continually meet the highest educational, ethical and professional standards. Key functions of the Council include:
- Establishing and approving the body of knowledge and competency level required to achieve the PFP® designation
- Providing guidance to continually improve the PFP® and its relevance
- Assisting CSI with shaping the PFP® strategy to ensure the continued growth of the designation
- Assisting CSI with promoting awareness of the PFP® designation with the industry and the investing public
More on the PFP® Advisory Council.